Data Migration

Migration From Your Other Platform
Made Easy

Seamlessly bring your existing students, leads, and payment data into DojoTrack. Whether you're switching from another system or just getting started, we make the process simple and stress-free.

Step 1

Export Your Data

Export students or leads from your current CRM as CSV, Excel, or JSON.

Step 2

Upload to DojoTrack

Use our guided importer with intelligent column matching and a downloadable template to map your fields quickly.

Step 3

Connect Stripe (Optional)

Already on Stripe? Import customers and keep payment methods synced.

Step 4

Notify Everyone Once

Send a one-time Email or SMS using the {{payment_link}} tag so families can update their payment method in minutes.

Step 5

Create Memberships & Start Billing

Set up membership plans with pricing, assign them to students, and start collecting monthly tuition automatically through Stripe.

One-Time Email/SMS Payment Link Outreach

Reach every family at once. From Messaging or SMS, compose your announcement and insert the {{payment_link}} tag. Each student automatically receives a secure, student-specific Stripe portal link to add or update their payment method.

  • Personalized links—no manual copy/paste
  • Works for both Email and SMS in a single send
  • Perfect for onboarding or card-on-file refreshes

Example message

Hello {{student_name}}, this is {{studio_name}}. Please update your payment method here: {{payment_link}}

Import Students and Leads

Upload a CSV, Excel (XLSX), or JSON file—no manual data entry required. Our column-matching wizard guides you to map fields and validates required columns so your roster is ready to use immediately.

Import Stripe Customers

Connect Stripe and pull in your existing customers as students, including saved payment methods and subscription status. Your students can keep using their cards on file—no re-entry necessary.

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